Performance

Summary Buoyed by robust economic growth and strong corporate earnings the S&P 500 Index eked out a narrow gain of 0.57% in September even as US stock markets reached all-time new highs. For the quarter, the index is up...
Summary Market Summary: Economic growth momentum and a sturdy fundamental backdrop of strong corporate earnings, low unemployment and contained inflation overcame a number of challenges to bolster stock results in the US. The Federal Reserve also fueled momentum, with...
The commentary appearing in this document represents excerpts taken from selected semi-annual and annual reports published by sustainable mutual funds and exchange-traded funds (ETFs). The intention of the Spotlight is to track relevant commentary and performance results provided by...
Summary Market Summary: S&P 500 records best gain since January, up 3.72% as strong corporate earnings combined with the anticipation of robust economic growth in the second quarter lifted share prices pushed aside for now domestic political and geopolitical...
Summary • June stock and bond market performance alternated as shifting sentiments guided by strong economic growth prospects and positive geopolitical news gave way to interest rate worries and increasing concerns over a looming trade war. • The SUSTAIN Equity Fund...
Summary U.S. Stocks, as well as investment-grade bonds, delivered positive results in May; small capitalization stocks in general and growth stocks in particular led the pack. The SUSTAIN Equity Fund Index gains 1.35% but lagged behind the S&P 500...

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